Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
340 Albert Street
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Senior Investment Cousellor & Portfolio Manager
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As a Private Wealth Professional at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help individuals and their families enjoy and simplify their wealth.
I spend time getting an in-depth understanding about what a wealthy life means to every client – their priorities on family, work, lifestyle and money. Then, with a passionate, diverse team of wealth management professionals, I create a customized, flexible investment plan that I adjust regularly to external conditions and personal transitions.This approach saves people time and worry when making important decisions. They know their financial affairs are in order and remain on track to reach their goals throughout their lives – the ultimate benchmark of success.
With over 25 years of investment management experience, I joined BMO Private Investment Counsel in 2000. I have an undergraduate degree from the Univeristy of Toronto specializing in Economics (BSc), I hold the Chartered Financial Analysts designation (CFA) along with being a Certified Financial Planner CFP). I also hold the Chartered Investment Management designation (CIM). Past President of the Ottawa CFA Society.